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Plato Investment Management Ltd

Position in CAT — Caterpillar Inc

CIK 1984475 SYDNEY, C3

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$14,762,708
+$4,794,676 QoQ
Shares Held
13,863
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#689
of 4,031 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Plato Investment Management Ltd holds $18,897,814 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
13,863 $14,762,708

All Filings in CAT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,762,708 13,863
2026-03-31 $9,968,032 14,070
2025-12-31 $7,905,033 13,799
2025-09-30 $6,893,386 14,447
2025-06-30 $5,344,875 13,768
2025-03-31 $4,263,984 12,929
2024-12-31 $5,294,119 14,594
2024-09-30 $5,708,005 14,594
2024-06-30 $4,861,261 14,594
2024-03-31 $4,933,979 13,465
2023-12-31 $829,354 2,805